Commercial P&C Sales Support Associate

Reposted 6 Days Ago
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Dallas, TX, USA
In-Office
Junior
Financial Services
The Role
Owns commercial P&C client accounts post-bind: implements policies, manages renewals, handles mid-term changes, issues certificates, supports producers, conducts annual reviews, provides client service and claims guidance, and identifies upsell/cross-sell opportunities to drive retention and profitable growth.
Summary Generated by Built In
Experience GuideStone!

We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.

What We Offer You!

We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.

The Commercial P&C Associate Sales Support Associate is a faith aligned, client focused role responsible for supporting new business growth and delivering a high quality sales and service experience for ministry partners of GuideStone Agency Services. This role partners closely with Producers to coordinate and execute all stages of the sales process, from initial submissions and needs assessment through proposals, prospect meetings, and contract handoff. The Associate Sales Support Associate ensures the accuracy, completeness, and timely progression of sales activity, translating ministry needs into well positioned property and casualty insurance solutions, while leveraging technology and cross functional collaboration to streamline workflows. Through strong project management, attention to detail, and relationship building, this role helps advance the agency’s mission, supports sustainable growth, and enhances the overall customer experience.

What You'll Do

  • Support Producers throughout the new business sales lifecycle to drive accuracy, efficiency, and timely execution.

  • Partner with Producers to assess lead viability and prioritize sales opportunities. 

  • Support the preparation, review, and submission of complete and accurate commercial P&C quote requests to carriers, ensuring compliance with underwriting, carrier, and regulatory requirements.

  • Coordinate the proposal and quoting process by tracking carrier responses, following up on outstanding items, and supporting timely issuance of quotes and binders.

  • Assist in developing and assembling client proposals by organizing coverage options, pricing, and supporting documentation tailored to client needs.

  • Maintain accurate and up to date client, prospect, and sales activity records in the agency management system (Applied Epic) and CRM platform (Microsoft Dynamics).

  • Serve as a liaison between Producers, carriers, and internal partners to facilitate communication and resolve issues that may delay sales progress.

  • Support lead tracking, reporting, and sales analytics to identify pipeline activity, trends, and opportunities for improvement.

  • Participate in process improvement initiatives to enhance workflow efficiency, consistency, and client experience.

  • Ensure adherence to agency standards, documentation guidelines, carrier requirements, and licensing regulations.

  • Maintain required Property and Casualty licensing and complete continuing education as required.

What You'll Need

  • Bachelor’s degree or equivalent work experience.

  • 0–2 years of relevant, progressive work experience.

  • Strong communication and organizational skills.

  • Ability to align people, processes, and technology toward shared objectives.

  • Working knowledge of sales methodologies and strategies.

  • Proficiency with agency management systems (Applied Epic), CRM platforms (Microsoft Dynamics), Microsoft Office and GuideStone systems.

  • Ability to prioritize and manage multiple tasks in a fast-paced environment.

  • Proactive, resourceful, and adaptable to changing priorities.

  • Active P&C license in state of residence or willingness to become licensed within first 6 months preferred.

  • Commitment to maintaining strict confidentiality of GuideStone business matters.

#LI-Hybrid
#LI-HM1

Top Skills

Agency Management System (Ams)
Applied Epic
Microsoft Dynamics Crm
MS Office
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The Company
HQ: Dallas, TX
534 Employees
Year Founded: 1918

What We Do

GuideStone is a diverse financial services organization that services more than 200,000 clients nationwide in the faith-based marketplace. We offer retirement, insurance, investment management, property and casualty coverage, and executive planning products and services to the Southern Baptist and wider evangelical Christian community. GuideStone sponsors the nation’s largest Christian-screened registered mutual fund family and is located in Dallas, Texas. Do well. We strive to do well, to do our jobs with excellence. Our goal is to enhance our participants'​ financial security and to give our participants peace of mind today and confidence about tomorrow. Do right. We strive to do right, to make integrity an integral part of our work. We believe that doing what's right matters. That consulting our consciences and acting on our beliefs is an essential component of developing financial solutions and investment options. Follow for access to helpful resources about retirement, insurance, personal finance and more.

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